Healthy & Happy New Year

At this time of year, as we count our own blessings and spend quality time with family and friends, please remember the importance of philanthropy and helping the charitable causes you care about.

Charitable Planned Giving is the most gratifying aspect of our work. A case involving one of our clients was the subject of my recent presentation to the Professional Advisory Committee at the Jewish Foundation of Toronto. I explained how we helped a 72-year-old client convert a $1 million tax liability into a charitable donation. His favourite causes, not the Canada Revenue Agency, will receive that $1 million Watch it here.

Given the choice of leaving your hard-earned money to the tax department, your family, or your favourite charitable causes, which two would you pick?

In more than 25 years of professional practice, no one has chosen the tax department as a beneficiary.